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iShares Core S&P Mid-Cap ETF

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
2126
Covenant Asset Management
New Jersey
$226K
MFWP
2127
Mosaic Family Wealth Partners
Missouri
$225K -$62K -999 -22%
FFG
2128
Fiduciary Financial Group
California
$225K +$225K +3,580 New
BIM
2129
Baldwin Investment Management
Pennsylvania
$225K
MGIA
2130
Matthew Goff Investment Advisor
Texas
$224K
CB
2131
CNB Bank
Pennsylvania
$223K
CPSAC
2132
Chas P. Smith & Associates (CPS)
Florida
$223K -$4.96K -80 -2%
PG
2133
Prostatis Group
Maryland
$223K +$4.78K +77 +2%
PWPS
2134
Pinnacle Wealth Planning Services
Ohio
$223K +$223K +3,588 New
ACM
2135
Aspen Capital Management
Idaho
$222K +$248 +4 +0.1%
EP
2136
EPIQ Partners
Minnesota
$222K
HIC
2137
Holderness Investments Company
North Carolina
$222K
CWMS
2138
Cannon Wealth Management Services
North Carolina
$221K +$62 +1 +0%
SFC
2139
SYM Financial Corp
Indiana
$219K +$185K +2,977 +537%
FPB
2140
First PREMIER Bank
South Dakota
$219K +$126K +2,024 +134%
MFG
2141
Mustico Financial Group
New York
$219K +$219K +3,487 New
CWM
2142
Compass Wealth Management
Connecticut
$219K +$27.2K +439 +14%
BBA
2143
Braun-Bostich & Associates
Pennsylvania
$219K
CWM
2144
Chemistry Wealth Management
New York
$218K
CFA
2145
Capstone Financial Advisors
Illinois
$217K +$558 +9 +0.3%
TCOTS
2146
Trust Company of the South
North Carolina
$217K
RPA
2147
Rock Point Advisors
Vermont
$217K +$217K +3,492 New
WW
2148
Westshore Wealth
California
$216K
GC
2149
Garde Capital
Washington
$216K -$7.75K -125 -3%
FCM
2150
Fogel Capital Management
Florida
$216K